Selecting investments to recommend to clients is a primary function of financial advisors. What would be the number one aspect to consider? Performance? Ranking? Brand? In fact, none of these.Read More
Starting your relationship with an investment advisor by completing a comprehensive plan makes good financial sense, right? Yes, for you as well as your advisor. While the need for a financial plan to guide investment goals may seem apparent, more advisors may be recommending them in part due to incentives offered by their firm.Read More
New job? Forget showing me where the break room and the bathroom are, where are my stock options? It’s the dream of employees everywhere -- from scrappy startup staffs to corporate ladder-climbers: sudden wealth through stock options.Read More
Just about everybody likes pulling out the Christmas decorations and hanging some holiday cheer. A little eggnog, maybe some snacks and pretty soon it’s a party. But packing up all those ornaments and hauling them back up into the attic after the festivities? Not so much. That’s a year-end chore we don’t really look forward to, isn’t it?
Another annual ritual we may dread is the investment portfolio review. It doesn’t have to be that way. Pour yourself another little eggnog and we’ll give you three tips to a painless portfolio review, ensuring your investments are a lean, mean profit machine ready to take on the New Year.Read More
Used car prices are falling at their fastest rate in two years – registering an average decrease of 3.5% in October alone -- and the National Auto Dealers Association expects prices to fall an additional 2% in the next couple of months.
But to get an even better deal, there is one piece of information that can save you a bundle...Read More
Mutual funds are the smartphones of investing. Think about it, rather than carrying a cell phone, laptop, camera and iPod, it’s all right there in one convenient device. Mutual funds combine hundreds of stocks or bonds in one convenient investment package.
And like smartphones, you’ve got to watch out for hidden charges -- but instead of data, text, activation and overage fees, you’ll be looking for sales charges, expense ratios, trading costs and investment style.Read More
There are over 8,000 U.S. stocks traded on the major exchanges. In order to narrow that massive list down to build an effective portfolio of investments, you’ll need to do a little research, a bit of math, and keep a careful eye on industry and market developments.Read More
Since 2005, the American economy has been harnessed by slow growth, a deep recession and a glacial recovery. The 45-year average growth rate of 3.4% for inflation-adjusted GDP has become a distant memory, with U.S. annual economic expansion falling well short of that rate over the past eight years.
But that may be about to change.Read More